Envestnet Portfolio Solutions, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1998033 BERWYN, PA

Position in CVS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,970,565

+$1,567,159 QoQ

Shares Held

48,048

+1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#512

of 2,051 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $39,429,391 across 5 Healthcare Plans names. CVS ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	222,950	$14,311,160
2	UNH	Unitedhealth Group Inc	27,843	$11,572,386
3	CI	Cigna Group	19,015	$5,242,055
4	CVS	CVS HEALTH Corp This page	48,048	$4,970,565
5	ELV	Elevance Health, Inc.	8,619	$3,333,225

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,970,565	48,048	+1.4%	Shares	Sole	2026-07-20
2026-03-31	$3,403,406	47,388	-8.7%	Shares	Sole	2026-04-29
2025-12-31	$4,118,387	51,895	+1.6%	Shares	Sole	2026-02-06
2025-09-30	$3,851,599	51,089	-18.4%	Shares	Sole	2025-10-30
2025-06-30	$4,320,010	62,627	+111.2%	Shares	Sole	2025-07-25
2025-03-31	$2,008,516	29,646	-41.0%	Shares	Sole	2025-04-21
2024-12-31	$2,253,882	50,209	-42.8%	Shares	Sole	2025-02-10
2024-09-30	$5,521,995	87,818	-18.4%	Shares	Sole	2024-10-31
2024-06-30	$6,356,214	107,623	-27.5%	Shares	Sole	2024-07-16
2024-03-31	$11,833,273	148,361	+15.8%	Shares	Sole	2024-05-06
2023-12-31	$10,114,539	128,097	+13.6%	Shares	Sole	2024-02-07
2023-09-30	$7,870,599	112,727	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.